Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 212 E MARKET ST. · LEESBURG, VA 20176 | Advisory (Plan) | $41,825 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,288 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS LLC Service code 15 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $3,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,139 | $91,439-23.3% | $135,974-48.4% | $71,511-1.9% |
| Participation rate | 65.4% | 75.7%-10.2pp | 81.9%-16.5pp | 67.9%-2.5pp |
| Annual return | 18.54% | 29.90%-11.4pp | 68.30%-49.8pp | 28.86%-10.3pp |
| Employer contribution / active EE | $2,796 | $3,705-24.5% | $4,859-42.4% | $2,589+8.0% |
| Participant deferral / active EE | $7,297 | $7,093+2.9% | $7,760-6.0% | $4,291+70.1% |
| Admin fee / account holder | $507 | $1,267-60.0% | $10,767-95.3% | $1,588-68.1% |